IWM

IHT Wealth Management Portfolio holdings

AUM $3.2B
This Quarter Return
-2.31%
1 Year Return
+8.38%
3 Year Return
+26.61%
5 Year Return
+134.16%
10 Year Return
AUM
$3.2B
AUM Growth
+$102M
Cap. Flow
+$193M
Cap. Flow %
6.01%
Top 10 Hldgs %
19.68%
Holding
1,165
New
87
Increased
467
Reduced
488
Closed
80
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$573K0.02% 14,841
+413
+3%
+$16K
$571K0.02% 17,561
$571K0.02% 17,164
-4,420
-20%
-$147K
$568K0.02% 5,053
+35
+0.7%
+$3.94K
$567K0.02% 19,172
-91
-0.5%
-$2.69K
$566K0.02% 11,129
+76
+0.7%
+$3.87K
$564K0.02% 3,208
+67
+2%
+$11.8K
$563K0.02% 22,059
-51
-0.2%
-$1.3K
$563K0.02% 2,306
+46
+2%
+$11.2K
$562K0.02% 24,253
-2,737
-10%
-$63.4K
$561K0.02%
+8,640
New
+$561K
$560K0.02% 50,108
-2,172
-4%
-$24.3K
$557K0.02% 20,199
+5,724
+40%
+$158K
$547K0.02% 8,387
+190
+2%
+$12.4K
$546K0.02% 2,870
-2,881
-50%
-$548K
$546K0.02% 7,671
+2,779
+57%
+$198K
$546K0.02% 5,931
+2,806
+90%
+$258K
$543K0.02% 54,665
+30,950
+131%
+$308K
$543K0.02% 7,024
-172
-2%
-$13.3K
$543K0.02% 15,140
-1,266
-8%
-$45.4K
$542K0.02% 11,420
-1,042
-8%
-$49.5K
$540K0.02% 5,113
+332
+7%
+$35.1K
$540K0.02% 2,061
+79
+4%
+$20.7K
$539K0.02% 11,773
+785
+7%
+$35.9K
$539K0.02% 11,958
-592
-5%
-$26.7K